Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JONES FINANCIAL COMPANIES LLLP | COM | 1701 | $1,644 | 17 | 0.00 | 17 | +Inf | 06-30-2024 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1702 | $1,548 | 16 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 15 | +Inf | 06-30-2024 | |
BALDWIN BROTHERS LLC/MA | COM | 1704 | $1,451 | 15 | 0.00 | 0.00 | -85 | -85.00 | 06-30-2024 |